Markola
Thinks s/he gets paid by the post
The tone of your post might inadvertently give the impression that Schwab might push for active management of your account by a Schwab compensated "advisor." They do offer a wide variety of services including relationships with FA's, robo-investing, etc. But, other than your anecdotal story, I've never heard of a Schwab employee pushing to bring assets under paid management.
I've been with Schwab for over 30 years and have never, even in the smallest way, been pushed towards using a "Schwab advisor." I see mention of these services on their site along with mention of many other services, but never feel pressured in the slightest to partake as I might if my funds were at Edward Jones, etc.
I don’t know that he was aiming to actively manage my money, as in an AUM arrangement, and Schwab’s reputation is infinitely better than Edward Jones’. As I said, I generally had a good experience as a Schwab client. The fact is, one day a Schwab agent called me out of the blue, insulted my index fund strategy and wanted me to come in to the office so he could advise me how to do it better. There was certainly some angle I didn’t like, and talk about “tone”. I’d been thinking of moving to Vanguard for the alignment reasons noted and this encounter sparked action.